See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,420 | $107,791-63.4% | $90,645-56.5% | $135,375-70.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -3.40% | -0.90%-2.5pp | 1.88%-5.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $763 | $3,018-74.7% | $2,532-69.9% | $4,779-84.0% |
| Participant deferral / active EE | $3,160 | $3,872-18.4% | $3,425-7.7% | $5,609-43.7% |
| Admin fee / account holder | $1,172 | $5,930-80.2% | $4,994-76.5% | $10,827-89.2% |